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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,240 | $88,710-95.2% | $81,783-94.8% | $145,959-97.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 12.15% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $575 | $4,645-87.6% | $4,320-86.7% | $6,689-91.4% |
| Admin fee / account holder | $173 | $8,407-97.9% | $7,380-97.6% | $13,398-98.7% |